Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wenting? Claim Your ProfileWenting Zhu is a financial professional with over 5 years of experience in the industry. Wenting is currently registered with Bernstein Institutional Services LLC, a firm with over 200 registered representatives and 85 investment advisory professionals. Prior to that, Wenting worked at Sanford C. Bernstein & Co., LLC. Wenting holds the Series 7, 63, 86, 87, and SIE licenses and is registered in New York. Wenting focuses on financial planning, and portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Seminars designed to boost your financial literacy and investment knowledge.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
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NY
03/29/2024 - Present
Bernstein Institutional Services LLC (NEW YORK NY)
NY
07/24/2018 - 03/29/2024
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
BC
Issued 06/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2018
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/21/2018
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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